Exploring your Report
Reports are broken out into two sections, Overlaps Counts and Overlap Activity.
Overlaps Counts
Note: If you use filters on your data, the Overlaps Counts chart will not appear.
In the Overlaps Counts chart, you see a stack ranking of the largest overlaps that exist in the data you selected. The graph will show you up to 10 overlaps. For each line in the result, the name of your population appears to the left of the name of the partner and their population. The total size of the overlap is shown on the right end of the bar. You can toggle the Overlap Counts view on or off using the arrow on the left.
Overlap Activity
Note: If none of the partners you selected in the report have shared data with you, no Overlap Activity will appear.
This next section of the results contains the actual companies and people that were found in the overlap between the populations you selected. For each row, by default the following results are shown:
Record Name. This is the Name of the company (or ID of the person) as it appears in your population. To find specific records faster, sort alphabetically by toggling the arrows next to the column.
Overlaps With. This shows the partner(s) this record overlaps with in the report.
Sort this column so you can:
Identify your most strategic accounts for co-selling with partners
See which partners have the highest degree of influence on your accounts
Rally your partners to craft a joint solution and pitch your “better together” story
Avoid partner conflict by identifying accounts that have competing partners attached to them
(Note: You can also save your sorted 'Overlaps With' column when saving a report)
Account Executive Name. The name of the account executive for both you and your partner in the report.
You can add additional data into the report by clicking on configure columns and selecting more fields.
Note: you can also drag the columns into any order you would like.
If you add data or make any changes to your report, be sure to "Save Changes" before navigating out of Reports.
To view more details on any record in the result, including any data that was shared by your partners, simply click on the name of that record to be taken to its record detail page.
You can browse through multiple pages of results using the page numbers and arrow buttons that appear at the top and bottom of this result set. You can export the Overlap Activity results of any report by clicking the Export button. More on exports here.
Learn More about Reports